Retirement Planning
Clarity, strategy, and peace of mind for your retirement years
Creating a roadmap to a secure retirement
Retirement is a major life transition, and independent advice is key to ensuring your financial security—free from bias or hidden agendas. We help you optimise your financial position, minimise tax, and manage investment risks with a strategy built entirely around your goals. Wondering if you have enough? Concerned about whether your money will last? We provide clear answers and tailored financial projections, giving you the confidence to step into retirement with certainty and peace of mind.
WE CAN HELP YOU WITH:
- Developing strategies to optimise your retirement position and reduce tax
- Providing clarity on whether you have enough to retire comfortably
- Offering investment advice to manage risks and support your lifestyle needs
- Guiding decisions on superannuation, including starting a pension or withdrawal options
- Creating financial projections to illustrate cash flow and capital outcomes over time
HOW IT WORKS
Our Simple, Proven Process to Financial Success
From discovery to action, we guide you through every step, ensuring your financial goals are within reach.
“I came to Addi House a newly single, self funded retiree, feeling financially overwhelmed. Kearsten and Cynthia helped me identify and prioritise my financial and lifestyle goals and then developed a cash flow plan to fit my circumstances. Having a cash flow plan established has enabled me to feel in control of my finances again, and restored my confidence in achieving the lifestyle I had wanted in my retirement.”
Meredith D
Ready To Get Started?
Start your journey with a complimentary, no-obligation chat
Frequently Asked Questions
How will I replace my income to fund my cost of living in retirement?
We create strategies to ensure your superannuation, investments, and other assets generate enough income to support your lifestyle.
Do I have enough to retire?
We provide tailored financial projections to help you understand your retirement readiness and what adjustments may be needed to meet your goals.
How should I invest my retirement savings?
We recommend investment strategies designed to balance growth and risk, ensuring your savings support your retirement lifestyle while protecting against market volatility.
Should I start a pension with my super or withdraw my funds?
We guide you through the pros and cons of starting a pension or withdrawing your super, helping you choose the best option for your needs and goals.
Will my money last my lifetime?
We create detailed financial models to illustrate how your savings can be managed to last throughout your retirement, giving you peace of mind for the future.
Knowledge Hub
Publications
Kearsten and Addi House Featured in FS Advice Magazine
